Financial Advice Support Consultant D
4 weeks ago
About us, purpose, experience and qualifications
**about us**:
- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing
**purpose**:
- Provide efficient and effective support to ensure the smooth running of an investment and risk advisory practice by providing clients with an excellent banking experience through service delivery and product knowledge.**experience and qualifications**:
- Minimum Qualification : Relevant Certificate or Diploma
- Experience : 1 to 3 years experience in a similar environment
- Experience in Investment or Insurance risk industry exposure.Computer literacy (MS Office)**additional requirements**:
**responsibilities**:
- Comply with governance in terms of legislative and audit requirements.
- Improve service efficiencies for the bank through identifying opportunities; suggesting relevant solutions and follow up with clients to ensure service delivery standards is adhered to.
- Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions through the accurate fulfilment of cases across various service providers.
- Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice.
-
Sandton, South Africa FirstRand Full timeAbout us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: To provide appropriate risk and investment advice for clients, adhering to FAIS Compliance requirements, within the framework of the FNB Premium...
-
Business Enablement
2 weeks ago
Sandton, South Africa HeadHunters Full time**Reference** - PE002180/RW**Location** - Gauteng, Sandton**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial Services industry **is currently looking to employ a **Business Enablement - Advice and Compliance Review **based in Sandhurst (Sandton).** **A wonderful career opportunity awaits...
-
Sandton, South Africa FirstRand Full timeAbout us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To provide appropriate risk and investment advice for clients, adhering to FAIS Compliance requirements, within the framework of the FNB Premium...
-
Support Banker D
1 day ago
Sandton, South Africa FirstRand Full timeAbout us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: To provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking...
-
Senior Specialist: Learning
2 weeks ago
Sandton, South Africa Absa Bank Limited Full timeBring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...
-
Strategic Operations Consultant
7 days ago
Sandton, South Africa talentCru Full timeJob DescriptionProvide expert advice and support to sector SBUs and Post Investment Segments in respect of their clients who are showing early signs of operational and/or financial stress.Conduct detailed business diagnosis focusing on business dimensions (Leadership, Strategy, Operations, Finance, Human Capital, Sales Marketing) and document terms of...
-
Financial Consultant
3 weeks ago
Sandton, South Africa Milani Advisory Full timeWe’re looking for a financial consultant to join our dynamic team! Experience in bookkeeping, tax, payroll, and preparation of financial statements on CaseWare / Draftworx is required.
-
Investment Consultant
3 weeks ago
Sandton, South Africa Momentum Metropolitan Holdings Full time-Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...
-
Head: Healthcare Consulting
1 week ago
Sandton, South Africa Sanlam Full time**About Sanlam Corporate**: - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives...
-
Syspro Support Consultant
2 weeks ago
Sandton, South Africa Core Group Full timeWe are seeking a passionate and driven ERP Support Consultant to join our team and take our financial software infrastructure to the next level. As the primary point of contact for system support, you will play a crucial role in enhancing the efficiency of our ERP end-users and ensuring the continuity, security, and functionality of our financial reporting...
-
Financial Planner
6 days ago
Sandton, South Africa Sanlam Limited Full timeSanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise...
-
Investment Consultant
2 weeks ago
Sandton, South Africa Momentum Metropolitan Holdings Full time-Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...
-
Assistant Consultant
2 weeks ago
Sandton, South Africa Momentum Corporate Full time**Introduction**Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose** - Provide an effective service to clients by managing a portfolio of clients' facilitating trustee and advisory body meetings and providing advice on employee benefits related matters.**Requirements**: - Relevant...
-
Assistant Consultant
2 weeks ago
Sandton, South Africa Momentum Metropolitan Holdings Full time-Introduction Role Purpose Provide an effective service to clients by managing a portfolio of clients' facilitating trustee and advisory body meetings and providing advice on employee benefits related matters. Requirements - Relevant Bachelor’s Degree or equivalent - 1 to 3 years Financial Service Exprience - Employee Benefit Consulting experience...
-
Internal Financial Controller
1 day ago
Sandton, South Africa Broad based support SA Full time**ROLE OVERVIEW**: **Position: Head of Internal Financial Controls** **Reports to: Chief Financial Officer** - The Head Group Internal Financial Controls role will be responsible for overseeing the implementation of preventative and detective Controls across a range of business processes to minimise risks and control weaknesses. - The role will be...
-
Fund Support Consultant
3 weeks ago
Sandton, South Africa ASIE Personnel Full timeIntroduction Our client, a leading short-term lending company that supports SMME's and Entrepreneurs with funding based in Sandton is looking for a Fund Support Consultant. Duties & Responsibilities - Co-ordinating project activities. - Managing project schedules. - Arranging project assignments. - Communicating progress to all team members. - All relevant...
-
Software Support Consultant
2 weeks ago
Sandton, South Africa NNN Placements Full timeThis is a full-time on-site Software Support Consultant role located in Sandton. The Software Support Consultant will be responsible for providing application support, software support, and technical support to customers on a day-to-day basis.QualificationsAnalytical Skills and Technical Support abilitiesExperience in Application Support and Software...
-
Financial Services Consultant
6 days ago
Sandton, South Africa Discovery Limited Full timeJob BriefWe are looking for a Financial Services Consultant to join our team as a Financial Services Consultant.The successful candidate will be responsible for providing expert guidance to our distribution teams, advisors, and clients on life insurance products.Main ResponsibilitiesBusiness Development: Develop and execute plans to drive business growth and...
-
Sandton, South Africa Momentum Distribution Services Full time**Introduction** - Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in...
-
Financial Services Specialist
5 days ago
Sandton, South Africa Humankind Group Full timeJob Description:We are seeking a Financial Services Specialist to join our team at Humankind Group. As a Financial Services Specialist, you will be responsible for providing expert advice and guidance to clients on financial matters. This role requires excellent analytical and problem-solving skills, as well as the ability to communicate complex information...